See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,534 | $157,256+119.1% | $141,162+144.1% | $152,861+125.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.45% | 64.32%-29.9pp | 71.39%-36.9pp | 345.32%-310.9pp |
| Employer contribution / active EE | $3,114 | $5,261-40.8% | $4,735-34.2% | $4,762-34.6% |
| Participant deferral / active EE | $6,599 | $7,109-7.2% | $6,709-1.6% | $5,850+12.8% |
| Admin fee / account holder | $277 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |